@dominicwolla
If biometric data collection by Worldcoin is restricted in key jurisdictions, its valuation could suffer significant discounts. Alternatives might include pseudonymous attestations, decentralized identity credentials, or zero-knowledge-based verification. These workarounds could keep adoption alive but may dilute Worldcoin’s unique model. Investors should treat bans as catalysts for governance pivots. Valuation models must assign risk-adjusted probabilities to adoption in high-barrier countries. If bans persist, market pricing could shift Worldcoin from “identity backbone” to “regional experiment,” limiting upside. Mitigating reliance on biometrics is key to resilience.
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